We’ve designed a structured process that gives Foreign Service Officers access to fiduciary guidance. No matter where you are posted, and before any fees are incurred.
You face a set of financial decisions that don’t exist in isolation.
Your pension, TSP, allowances, tax situation, and long-term investments all interact over time. Decisions made early in your career can affect flexibility, income, and outcomes years later.
The Foreign Service Planning Brief is designed to help you understand how these pieces fit together so you can evaluate your position clearly before making long-term decisions or committing to ongoing advice.
The Foreign Service Planning Briefâ„¢
Our process to help you evaluate your financial position and decide what comes next
Step 1: Initial Assessment
You begin by clarifying your current position. This includes your career stage, financial structure, and the key decisions you are navigating.
This step gives you space to ask questions, raise concerns, and outline what matters most to you right now.
Step 2: Financial and Benefits Review
Your accounts, benefits, and financial systems are reviewed together, not in isolation.
This includes how your FSPS pension, TSP, tax situation, and other assets function in practice and how they connect over time.
Step 3: Strategy Development
Your financial data is connected to your goals, timelines, and priorities.
From this, a clear strategy begins to take shape, focused on how decisions today influence long-term outcomes.
Step 4: Strategy Presentation
You are walked through the key findings and planning opportunities.
This includes how your benefits, investments, and tax decisions interact and where adjustments may improve long-term stability and flexibility.
Step 5: Independent Review
You take time to review everything on your own.
There is no pressure to move forward. This step is designed so you can evaluate the strategy in the context of your own priorities, timeline, and comfort level.
Step 6: Implementation and Ongoing Planning
If you decide to move forward, the strategy is implemented and refined over time.
Your financial plan continues to evolve alongside your career, assignments, and long-term objectives.
Start Your FS Planning Brief
For many Foreign Service Officers, this is the starting point.
